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20130819
20130819
Search Results 0 to 9 of about 10 (some duplicates have been removed)
&p is down 2%. show us the interest-rate sensitive group for the month. the s&p down 2%. 8% decline in reits, 5.5% in utilities, 4% in telecom. that's where the damage is. when is somebody going to say bonds are starting to look attractive? here's the lqd. it's down 10% in the last month. this is the biggest corporate bond etf out there. today, the yield is 4% on this. 4%. now, i'm sure there's corporate bonds individually yielding 5% with durations not too far out there. it's starting to look attractive. that's at least my opinion. i'm waiting for somebody else to start saying that. i think bonds are poised to do well after the september 17th fed meeting. a lot of people seem to feel that way. if bonds are being sold, here's a question people are asking, if bonds are being sold and stocks are being sold in the united states, where's the money going? a lot of people have been putting money into europe in the last couple of months, but look, europe is starting to look topee. it topped out in the middle of last week. the big question here is, where is the excess money going to be going, and a
with us, the equally formidable president obama's former chair of the council of economic advisers, that being austan goolsbee. he is now a professor at the university of chicago booth school of business. he's going to to defend all of obama's command and control policies. and we have jim peth kooukas of the american enterprise institute who writes the problem is slow growth, not overly rich ceos. and jim paulson, chief investment strategist with wells capital management. welcome, everybody. i begin with my pal austan gals booe. because of obama care, because of tax threats, because businesses are not willing to unlock their purse strings, is there any reason to assume the economy is going to get better in the second half? and the second half was about the same as the first half, which is lousy. and this whole recovery is the worst recovery since world war ii. >> okay. first of all, you're lucky you've got jimmy p. over there defending you because if i was here i'd be coming after you. but look, i have not been a big bull for the calendar year 2013. not at all. i think the u.s. gro
on a vacation for two weeks. you leave us in the summer and then you get a cold. >> because when you sweat and play tennis every day and sweat, it's 100 degrees, and then you go into air conditioning. that's what -- >> the air conditioning did it? >> yeah, and i need a vacation from my vacation. there was paddleboarding. >> which is hard. it's hard on the stomach, right? >> maybe that's why i couldn't do it. you need a core. i fell left, i fell right. i fell center. i fell backwards. i lost sunglasses that i had for 15 years. but i got some really great new ones which are 580 lenses. they're incredible. you have to see them. but my wife had given me these. that was bad. they are in davey jones locker. nice work with the markets, andrew. >> down two weeks in a row. >> two weeks? >> was there a single up day? >> i thought there were two up days. >> i looked. might have been two up days. >> you cannot hold me responsible for what happened. >> did you turn bullish or something? have you been saying bullish stuff for the past two weeks? >> that would give people a clue. >> cisco, walmart. >> al
. we do think the u.s. will be in a bit of a holding pattern due to upcoming taper. but on a relative valuation basis, we do like europe a little bit better as that area seems to be turning around, and we really like emerging markets due to the deep valuation discount. >> it's interesting you say that, because the money has been flowing consistently out of emerging markets, because the growth levels certainly reversed course there. you think that's going to come back soon? >> yeah, we do. they still have relatively speaking much higher growth than the u.s. look, if you expect a little bit of recovery in the u.s. and europe, that's going to help emerging markets quite a bit. >> all right. let me ask you the same question, jim lacamp, in terms of emerging markets versus u.s., where are you? >> i don't like the emerging markets at all right now. they're suffering from the currency wars. so if you believe, as i do, that japan is going to keep printing money, the united states is going to keep printing money, and europe steps it back up once the german election is over, then those emerging
amid signs of a gathering economic recovery in the u.s. could a spike in yields upset the fed's tapering planning. we discuss the fed and fixed income plan at 1100 cet. >>> and the department of justice has takin the wind from under the wings of a proposed merger between usairways and american airlines. can the deal still proceed for takeoff? we'll take a bird's-eye view at 11:30 cet. if you have questions for anyone on the show, please do e-mail in your questions or comments to worldwide@cnbc.com. >>> let's get back to one of our top stories this morning. german chancellor angela merkel says the election will be a very close call as she made it clear she would not be complacent, despite her christian democrats increasing their lead over rival sbd in the polls. annetta, angela merkel so far in this election campaign has been very constrained in her wording. are the gloves finally coming off? is the tone getting more aggressive on her side as well? >> reporter: not really. i mean, she doesn't even take mr. steinbrech's name in her mouth and wouldn't spell out the expression gra
. >> join us tomorrow. great to see you. "squawk on the street" begins now. >>> good monday morning. hope it was a good weekend. welcome to "squawk on the street." i'm carl quintanilla with jim cramer, good to see you. david faber is off. futures wobbly here, after the worst week for the year for the dow last week. news headed our way this week, including fed minutes, jackson hole, retail earning. ten-year yield looming large around 2.85 after hitting 2.86 intraday friday. road map begins with markets looking for a fresh start after ugly trading days last week. yields are rising as debate over who will be the next fed chair picks up steam. >>> sax seeing more markdowns for women's shoes, handbags and menswear but it's not bad news for the consumer companies. jpmorgan upgrading dollar general. entell upgrade over at piper saying pcs are not down for the count yet. >>> futures, as we said, slightly lower after the major indices posted the first back-to-back weekly losses in june. worst week for the dow this year, all going on amid encertaine encertainen certa uncertainty of the fed mens and
's watching this is asking himself or herself. why are you giving us an interview right after you've been indicted? it's pretty unusual. >> so my lawyer tells me. [ chuckles ] >> well, he's approving of this, isn't he? >> he is. i have a story to tell. i'm innocent. i need people to understand what happened, and i'm glad to have this chance to do it. >> her story involves the investigation into who from the board was leaking confidential information to the press about corporate strategy, hp's interest in buying another tech company, even deliberations over who they would hire as c.e.o. >> the idea that the most sensitive discussions of the board would end up on the front page of the wall street journal was destructive. it destroyed the trust between people, and if they don't trust each other, they can't function as a board. >> a majority of the board asked dunn to initiate a leak inquiry, which soon ran amuck... [ camera shutters clicking ] ...and has made her the public face of one of corporate america's biggest scandals. >> we're here on a troubled day. >> great disappointment here. >>
opportunity out there or is your money better off here in the u.s. with tapering right around the corner? >>> a big week for retail earnings, folks. the sector is up about 25% so far this year. and we will tell you the one thing, the one thing that is defining the retail winners and losers, and it will surprise you. and may actually make you a little queasy when you find out. >>> and the wildfires out west, huge, fast-growing blaze sparking mandatory evacuations in idaho. sun valley, that is the area that is apparently most at risk out there. we are going to go there for the latest on the battle to contain those fires. >>> sue is out today but simon hobbs is in at the nyse. talk to me, simon. >> hi, tyler. >> on the floor of the north korea -- new york stock exchange, it's a holding pattern. you will see an outperformance from the nasdaq. that's partly because of apple, partly because of intel. a lot of the talk is about where we are on international interest rates and the ten-year in particular after we have the sell-off last week which pushed the yield up 20 basis points. we're trading
%, four straight days down for the dow. i have to admit i've liked google at $85 a share and used a $200 price target that first day, something that raised eyebrows pretty much everywhere as way too wide eyed. but i've always been the big believer in buying what you know. and use, of course, after doing the homework. and this stock seemed ridiculously cheap to me from the get go. one of the reasons why stems from the way google did the ipo in a confusing public option, not the typical road show managed by big wall street. and it depressed the price that the company would've otherwised received. the second reason i like google, of course, the best innovation that the web has brought us. save perhaps amazon and netflix. probably on it two dozen times today and that's par for the course. plus, i have to tell you that while the stock has been acting funky of late, although today was a rare exception, the stock rallied nicely, google has never truly recovered from what was thought to be a disappointing quarter. this last quarter wasn't that terrible, it's just that wall street analysts have b
Search Results 0 to 9 of about 10 (some duplicates have been removed)